Create a qualification definition

A qualification definition is a collection of qualification units that define a job position. An assignee must complete all qualification units in the qualification definition to be fully qualified for the job position. A qualification definition simplifies the process of qualifying a qualification profile by assigning all required qualification units at one time, instead of assigning individual qualification units.

A qualification definition also ensures audit compliance by assigning the same set of qualification units for each new employee that joins the company. If you assign individual qualification units, you might miss out on assigning some qualification units to a new employee. When an audit is performed, the auditor will find that employees with the same job position have not completed the same set of qualification units.

Procedure

1. In the Launcher , click the Explorer.

If this option is unavailable, search for it. You can pin it from the search results for future access.

2. Navigate to the folder where you want to create the qualification definition.

3. Choose More Commands

New Add.

4. In the Add panel, select Qualification Definition.

Note If Teamcenter Copilot Quality is available, you can prompt it to create suggestions for your quality data.

5. In the Name box, type a name for the qualification definition.

6. In the Description box, describe the qualification definition.

7. Click Add.

8. After creating the qualification definition, specify its Qualification Period and Qualification Definition Details as follows:

Select the qualification definition you have created, and choose More Commands > Edit > Start Edit.

Specify the number of days available to the assignee to complete the qualification unit in Qualification Period.

In the Qualification Definition Details box, specify the qualification definition details, such as the complete job description, detailed job requirements, and so on. You can add detailed content such as text, tables, or graphics in the rich text editor.

Choose More Commands > Edit > Save Edits.

9. Assign qualification units to the qualification definition as follows:

In the Qualification Units section of the qualification definition, click Add .

In the Add panel, search for and select the qualification units, and click Add.

Note The qualification units must be in the Released or Approved Unreleased status to be assigned to the qualification definition.